UBS Lifts 2026 China Trade Outlook, Cites AI-Related Commerce as Key Driver
UBS has revised up its 2026 forecasts for China’s trade, pointing to AI-related commerce as a dominant factor in stronger-than-expected performance in the first half of 2026. Exports rose 18% year-over-year and imports 26% in H1, with AI-linked trade accounting for nearly half of growth. UBS now expects 2026 nominal export growth of about 18% and i…